Patriot Financial Group Insurance Agency, LLC
Westborough MA · SEC CIK 0001694883
$17.74亿2026Q1 申报市值
701持仓数
17.7%前十大占比 · 第一大 2.5%
207 / 28新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AAPL 加仓+$2,429.82万
NVDA 加仓+$2,207.48万
IVV 加仓+$2,010.61万
MSFT 加仓+$2,006.32万
GOOG 加仓+$1,870.13万
2026Q1 卖出最多 按季末市值估算
XLG 减仓-$200.59万
VEEV 清仓-$101.10万
AKRE 清仓-$71.36万
VRT 重新持有-$57.74万
ANET 减仓-$57.41万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| XLV | SELECT SECTOR SPDR TR | $23.27万 | 0.01% | 1,588 | 1,588 | — | $23.27万 | 新建仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $23.37万 | 0.01% | 4,618 | 4,618 | — | $23.37万 | 新建仓 |
| BOND | PIMCO ETF TR | $23.46万 | 0.01% | 2,542 | 2,542 | — | $23.46万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $23.52万 | 0.01% | 8,800 | 8,800 | — | $23.52万 | 新建仓 |
| SHYG | ISHARES TR | $23.52万 | 0.01% | 5,560 | 5,560 | — | $23.52万 | 新建仓 |
| ACIW | ACI WORLDWIDE INC | $23.58万 | 0.01% | 5,750 | 5,750 | — | $23.58万 | 新建仓 |
| IEF | ISHARES TR | $23.63万 | 0.01% | 2,476 | 2,476 | — | $23.63万 | 新建仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $23.69万 | 0.01% | 8,034 | 8,034 | — | $23.69万 | 新建仓 |
| JMBS | JANUS DETROIT STR TR | $23.88万 | 0.01% | 5,286 | 5,286 | — | $23.88万 | 新建仓 |
| TLT | ISHARES TR | $23.95万 | 0.01% | 2,762 | -2,386 | -46.3% | -$20.69万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $23.97万 | 0.01% | 5,290 | 5,290 | — | $23.97万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $24.06万 | 0.01% | 5,244 | 5,244 | — | $24.06万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $24.38万 | 0.01% | 624 | 624 | — | $24.38万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $24.58万 | 0.01% | 4,264 | 4,264 | — | $24.58万 | 新建仓 |
| IDVO | AMPLIFY ETF TR | $24.74万 | 0.01% | 6,114 | 6,114 | — | $24.74万 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC | $24.76万 | 0.01% | 4,130 | 4,130 | — | $24.76万 | 新建仓 |
| BIL | SPDR SERIES TRUST | $24.85万 | 0.01% | 2,712 | 2,712 | — | $24.85万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $25.04万 | 0.01% | 872 | 872 | — | $25.04万 | 新建仓 |
| QDPL | PACER FDS TR | $25.09万 | 0.01% | 6,250 | 6,250 | — | $25.09万 | 新建仓 |
| — | GLOBAL X FDS | $25.16万 | 0.01% | 9,574 | 9,574 | — | $25.16万 | 新建仓 |
| FNDF | SCHWAB STRATEGIC TR | $25.25万 | 0.01% | 5,160 | 5,160 | — | $25.25万 | 新建仓 |
| MRNA | MODERNA INC | $25.47万 | 0.01% | 5,014 | 5,014 | — | $25.47万 | 新建仓 |
| SHEL | SHELL PLC | $25.48万 | 0.01% | 2,740 | 2,740 | — | $25.48万 | 新建仓 |
| NVT | NVENT ELEC PLC | $25.53万 | 0.01% | 2,158 | 2,158 | — | $25.53万 | 新建仓 |
| TMUS | T-MOBILE US INC | $25.71万 | 0.01% | 1,224 | -531 | -30.3% | -$11.15万 | 减仓 |
| SOLV | SOLVENTUM CORP | $25.82万 | 0.01% | 3,954 | 3,954 | — | $25.82万 | 新建仓 |
| ESGD | ISHARES TR | $25.86万 | 0.01% | 2,704 | 2,704 | — | $25.86万 | 新建仓 |
| CINF | CINCINNATI FINL CORP | $25.95万 | 0.01% | 1,650 | 1,650 | — | $25.95万 | 新建仓 |
| WMB | WILLIAMS COS INC | $25.98万 | 0.01% | 3,570 | 3,570 | — | $25.98万 | 新建仓 |
| ASA | ASA GOLD AND PRECIOUS MTLS L | $26.05万 | 0.01% | 4,200 | 4,200 | — | $26.05万 | 新建仓 |
| USB | US BANCORP | $26.22万 | 0.01% | 5,040 | -3,357 | -40.0% | -$17.46万 | 重新持有 |
| VOE | VANGUARD INDEX FDS | $26.54万 | 0.01% | 1,440 | 1,440 | — | $26.54万 | 新建仓 |
| FTEC | FIDELITY COVINGTON TRUST | $26.65万 | 0.02% | 1,280 | 1,280 | — | $26.65万 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $26.84万 | 0.02% | 3,770 | 3,770 | — | $26.84万 | 新建仓 |
| FSTA | FIDELITY COVINGTON TRUST | $26.92万 | 0.02% | 5,144 | 5,144 | — | $26.92万 | 新建仓 |
| CRWV | COREWEAVE INC | $26.93万 | 0.02% | 3,476 | 3,476 | — | $26.93万 | 新建仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $26.96万 | 0.02% | 1,152 | 1,152 | — | $26.96万 | 新建仓 |
| — | GLOBAL X FDS | $27.03万 | 0.02% | 10,416 | 10,416 | — | $27.03万 | 新建仓 |
| DE | DEERE & CO | $27.08万 | 0.02% | 480 | 480 | — | $27.08万 | 新建仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $27.16万 | 0.02% | 3,014 | 3,014 | — | $27.16万 | 新建仓 |
| TDTT | FLEXSHARES TR | $27.36万 | 0.02% | 11,286 | 11,286 | — | $27.36万 | 新建仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $27.47万 | 0.02% | 1,894 | 1,894 | — | $27.47万 | 新建仓 |
| QURE | UNIQURE NV | $27.47万 | 0.02% | 16,800 | 16,800 | — | $27.47万 | 新建仓 |
| — | SEI EXCHANGE TRADED FUNDS | $27.65万 | 0.02% | 10,010 | 10,010 | — | $27.65万 | 新建仓 |
| KR | KROGER CO | $27.70万 | 0.02% | 3,828 | 3,828 | — | $27.70万 | 新建仓 |
| CTAS | CINTAS CORP | $27.71万 | 0.02% | 1,638 | 1,638 | — | $27.71万 | 新建仓 |
| IRM | IRON MTN INC DEL | $27.74万 | 0.02% | 2,716 | 2,716 | — | $27.74万 | 新建仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $27.77万 | 0.02% | 8,156 | 8,156 | — | $27.77万 | 新建仓 |
| RH | RH | $27.77万 | 0.02% | 1,986 | 393 | 24.7% | $5.49万 | 加仓 |
| SEEM | SEI EXCHANGE TRADED FUNDS | $27.87万 | 0.02% | 8,512 | 8,512 | — | $27.87万 | 新建仓 |
| COR | CENCORA INC | $28.05万 | 0.02% | 892 | 892 | — | $28.05万 | 新建仓 |
| SNPS | SYNOPSYS INC | $28.23万 | 0.02% | 712 | 712 | — | $28.23万 | 新建仓 |
| FHLC | FIDELITY COVINGTON TRUST | $28.32万 | 0.02% | 4,024 | 4,024 | — | $28.32万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $28.38万 | 0.02% | 1,000 | 1,000 | — | $28.38万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $28.39万 | 0.02% | 3,620 | 3,620 | — | $28.39万 | 新建仓 |
| HSY | HERSHEY CO | $28.40万 | 0.02% | 1,366 | 1,366 | — | $28.40万 | 新建仓 |
| — | QORVO INC | $28.42万 | 0.02% | 3,672 | 3,672 | — | $28.42万 | 新建仓 |
| — | EXCHANGE PLACE ADVISORS TRUS | $28.44万 | 0.02% | 11,220 | 11,220 | — | $28.44万 | 新建仓 |
| HCA | HCA HEALTHCARE INC | $28.85万 | 0.02% | 610 | 610 | — | $28.85万 | 新建仓 |
| PAYX | PAYCHEX INC | $29.04万 | 0.02% | 3,152 | 3,152 | — | $29.04万 | 新建仓 |
| EXC | EXELON CORP | $29.24万 | 0.02% | 5,964 | 5,964 | — | $29.24万 | 新建仓 |
| CTVA | CORTEVA INC | $29.24万 | 0.02% | 3,494 | 3,494 | — | $29.24万 | 新建仓 |
| U | UNITY SOFTWARE INC | $29.78万 | 0.02% | 13,572 | 13,572 | — | $29.78万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $29.85万 | 0.02% | 7,676 | 7,676 | — | $29.85万 | 新建仓 |
| ILF | ISHARES TR | $29.94万 | 0.02% | 8,428 | 648 | 8.3% | $2.30万 | 重新持有 |
| IWD | ISHARES TR | $30.17万 | 0.02% | 1,412 | 1,412 | — | $30.17万 | 新建仓 |
| CAPR | CAPRICOR THERAPEUTICS INC | $30.40万 | 0.02% | 10,000 | 10,000 | — | $30.40万 | 新建仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $30.62万 | 0.02% | 1,568 | -1,331 | -45.9% | -$25.99万 | 减仓 |
| XPO | XPO INC | $30.62万 | 0.02% | 1,574 | 1,574 | — | $30.62万 | 新建仓 |
| PAVE | GLOBAL X FDS | $30.63万 | 0.02% | 6,028 | 6,028 | — | $30.63万 | 新建仓 |
| IWM | ISHARES TR | $30.70万 | 0.02% | 1,238 | 1,238 | — | $30.70万 | 新建仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $30.77万 | 0.02% | 3,540 | 3,540 | — | $30.77万 | 新建仓 |
| EVUS | ISHARES TR | $30.86万 | 0.02% | 9,696 | 9,696 | — | $30.86万 | 新建仓 |
| ESTA | ESTABLISHMENT LABS HLDGS INC | $30.95万 | 0.02% | 5,450 | 925 | 20.4% | $5.25万 | 加仓 |
| — | STRATEGY SHS | $31.17万 | 0.02% | 14,272 | 14,272 | — | $31.17万 | 新建仓 |
| GM | GENERAL MTRS CO | $31.32万 | 0.02% | 4,204 | -1,254 | -23.0% | -$9.34万 | 重新持有 |
| ITW | ILLINOIS TOOL WKS INC | $31.65万 | 0.02% | 1,216 | 1,216 | — | $31.65万 | 新建仓 |
| — | ISHARES ETHEREUM TR | $31.71万 | 0.02% | 20,034 | 9,794 | 95.6% | $15.50万 | 加仓 |
| BBDC | BARINGS BDC INC | $31.86万 | 0.02% | 38,714 | 19,344 | 99.9% | $15.92万 | 加仓 |
| XPEV | XPENG INC | $32.00万 | 0.02% | 18,700 | 18,700 | — | $32.00万 | 新建仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $32.25万 | 0.02% | 11,878 | 11,878 | — | $32.25万 | 新建仓 |
| EZU | ISHARES INC | $32.37万 | 0.02% | 5,168 | 5,168 | — | $32.37万 | 新建仓 |
| YUM | YUM BRANDS INC | $32.37万 | 0.02% | 2,082 | 2,082 | — | $32.37万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $32.38万 | 0.02% | 1,292 | -2,304 | -64.1% | -$57.74万 | 重新持有 |
| FLGB | FRANKLIN TEMPLETON ETF TR | $32.62万 | 0.02% | 9,384 | 9,384 | — | $32.62万 | 新建仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $32.69万 | 0.02% | 7,382 | 7,382 | — | $32.69万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $32.88万 | 0.02% | 1,216 | 1,216 | — | $32.88万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $33.50万 | 0.02% | 1,148 | 1,148 | — | $33.50万 | 新建仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $33.52万 | 0.02% | 3,614 | 3,614 | — | $33.52万 | 新建仓 |
| CMI | CUMMINS INC | $33.57万 | 0.02% | 624 | 624 | — | $33.57万 | 新建仓 |
| VTIP | VANGUARD MALVERN FDS | $33.60万 | 0.02% | 6,726 | 6,726 | — | $33.60万 | 新建仓 |
| FTQI | FIRST TR EXCHANGE TRADED FD | $33.78万 | 0.02% | 16,958 | 16,958 | — | $33.78万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $33.89万 | 0.02% | 13,218 | 13,218 | — | $33.89万 | 新建仓 |
| EMR | EMERSON ELEC CO | $34.22万 | 0.02% | 2,612 | 2,612 | — | $34.22万 | 新建仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $34.26万 | 0.02% | 4,156 | 4,156 | — | $34.26万 | 新建仓 |
| NJUL | INNOVATOR ETFS TRUST | $34.28万 | 0.02% | 4,800 | 4,800 | — | $34.28万 | 新建仓 |
| GIGB | GOLDMAN SACHS ETF TR | $34.31万 | 0.02% | 7,492 | 7,492 | — | $34.31万 | 新建仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $34.36万 | 0.02% | 27,864 | 13,948 | 100.2% | $17.20万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $34.40万 | 0.02% | 4,250 | 4,250 | — | $34.40万 | 新建仓 |
| — | AMPLIFY ETF TR | $34.44万 | 0.02% | 5,508 | 2,694 | 95.7% | $16.84万 | 加仓 |